Exempting clients from taxes, late fees, or billing statements
To exempt a client from being taxed, being charged late fees, or receiving billing statements:
Navigate to the client of interest.
Click "Edit Profile"
Choose "Exempt from" and select a value from the drop-down list, repeat as needed
Click "Save + Done"
When a client is exempt from taxes, no taxes will be applied to any of that client's invoices. Similarly, when a client is exempt from late fees, no late fees will be applied to that client's past due invoices. If a client is exempt from receiving billing statements, that client will automatically be ignored when billing statements are emailed or printed from the Accounts Receivable report.
If you want to learn how to create account statements in DaySmart Vet, please see Creating Account Statements for Clients.
If you want to learn how to apply a late fee, please see Applying Late Fee's to Past Due Accounts .
If you want to learn how to create taxes in DaySmart Vet, please see Managing Sales Taxes .